Clarius Group LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,135
| Closed | -$227K | – | 488 |
|
2023
Q3 | $227K | Sell |
1,135
-454
| -29% | -$90.8K | 0.02% | 407 |
|
2023
Q2 | $397K | Buy |
1,589
+31
| +2% | +$7.74K | 0.03% | 316 |
|
2023
Q1 | $396K | Sell |
1,558
-377
| -19% | -$95.9K | 0.03% | 306 |
|
2022
Q4 | $448K | Buy |
1,935
+51
| +3% | +$11.8K | 0.04% | 278 |
|
2022
Q3 | $415K | Buy |
1,884
+134
| +8% | +$29.5K | 0.04% | 256 |
|
2022
Q2 | $377K | Buy |
1,750
+200
| +13% | +$43.1K | 0.04% | 274 |
|
2022
Q1 | $300K | Hold |
1,550
| – | – | 0.02% | 361 |
|
2021
Q4 | $300K | Buy |
1,550
+207
| +15% | +$40.1K | 0.02% | 361 |
|
2021
Q3 | $227K | Buy |
1,343
+18
| +1% | +$3.04K | 0.02% | 384 |
|
2021
Q2 | $231K | Buy |
+1,325
| New | +$231K | 0.02% | 366 |
|